Filed January 29, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FARBER HASS HURLEY LLP2+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $22,430 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 17 · EIN 59-3331424 | Pension Consulting | $17,465 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,851 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,944 | $37,213+120.2% | $156,549-47.7% | $63,975+28.1% |
| Participation rate | 97.9% | 65.0%+32.9pp | 84.0%+13.9pp | 71.1%+26.8pp |
| Annual return | 9.14% | 47.89%-38.7pp | 32.23%-23.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $2,949 | $1,357+117.4% | $5,501-46.4% | $2,182+35.2% |
| Participant deferral / active EE | $6,305 | $2,070+204.6% | $4,871+29.4% | $3,356+87.9% |
| Admin fee / account holder | $18 | $56-68.5% | $13,027-99.9% | $70-74.8% |